Unclaimed Profile

Katie Lynn Hill

WEALTHPLAN PARTNERS, LLC·OMAHA, Nebraska

SIE, Series 6, Series 7, Series 24, Series 26, Series 51, Series 63, Series 66, Series 99TOClean record8 years registeredWEALTHPLAN PARTNERS, LLC

101 SOUTH 108 AVENUE, OMAHA, NE 68154CRD# 6608185Firm CRD# 305026

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Katie Lynn Hill · OMAHA, NE

Registration

CRD #6608185 · WEALTHPLAN PARTNERS, LLC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTHPLAN PARTNERS, LLC

WEALTHPLAN PARTNERS

Jan 2020 – Sep 2022

OMAHA, NE

WEALTHPLAN PARTNERS

Oct 2018 – Jul 2020

OMAHA, NE

FORESTERS ADVISORY SERVICES, LLC

Mar 2018 – Sep 2018

Ralston, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 51

Series 63

Series 66

Series 99TO

Registration record

First registered · March 6, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTHPLAN PARTNERS, LLC

CRD 305026 · SEC 801-117955

AUM

$1.8B

Regulatory assets under management

Employees

8,894 client accounts

Services offered by WEALTHPLAN PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTHPLAN PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Katie Lynn Hill offer?

Katie Lynn Hill specializes in Financial Planning, Investment Management, Wealth Management.

What are Katie Lynn Hill's credentials?

Katie Lynn Hill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Katie Lynn Hill located?

Katie Lynn Hill is based in OMAHA, Nebraska, last registered with WEALTHPLAN PARTNERS, LLC.

How does Katie Lynn Hill charge for services?

Katie Lynn Hill's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTHPLAN PARTNERS, LLC?

WEALTHPLAN PARTNERS, LLC has approximately 75 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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